Setup resulted in a ready system, with some ongoing tweaks
After going through the WFHI sales process and initial setup, I ended up with a functioning system that I can integrate into my remote workflow. The onboarding and training covered the basics well enough, but there were one-off setup tasks that needed to be done to customize the database and dialer features to my preferences. Automatic updates occur regularly and install without intervention, so they save time after initial configuration. On the other hand, the calling tools sometimes require intermittent adjustments for optimal use, which means some ongoing work on my part. The sign-up and invoicing were completed without issues, and payments processed smoothly. Overall, the system is stable and operating, but not entirely hands-off after the first setup. Some maintenance and familiarization with the software features are needed as part of continued use to ensure everything works as expected.